Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Willis Partin is a registered representative with Lincoln Investment. Virginia has been in the financial services industry since 2021. Virginia holds a Series 6TO and a SIE exam and is licensed in Florida. Previously, Virginia was associated with PFS Investments Inc. Virginia specializes in providing financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
02/28/2023 - Present
Lincoln Investment (Fort Myers FL)
FL
02/26/2021 - 03/01/2023
PFS INVESTMENTS INC. (BONITA SPRINGS FL)
BC
Issued 02/26/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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